16 Features · Analytics & Intelligence · 18+ AI Agents · From $97/mo

Analytics, BI, Forecasting, KPIs, Goals, Predictive Alerts, Business Valuation — Intelligence That Sees What You Miss.

18+ AI analytics agents watching your numbers. Cash flow forecasts, anomaly detection, revenue trends, health scoring — not dashboards you have to read. Intelligence that reads itself.

Built for operators who need answers from their data — not operators who need a data team to interpret charts.

Every feature. Every tier. All here.

16 features in this category — from Starter to Enterprise.

Enterprise

Pipeline Overview & Buyer Readiness

Pipeline summary, buyer readiness scoring, and acquisition capacity. Full due diligence and target management available with M&A Intelligence add-on.

Growth

Exit Readiness

Assess your business readiness for exit — financial health, documentation completeness, customer concentration risk, revenue quality, and operational dependency.

Growth

Business Intelligence

Cross-domain BI dashboards connecting financial, operational, and customer data. Drill-down analysis across your entire business.

Replaces $70/mo Power BI Pro

Growth

Market Intelligence

Competitive landscape tracking, market trend analysis, and industry benchmarking. Know where you stand relative to your market.

Growth

Customer Insights

Deep customer analytics — purchase patterns, lifetime value segments, churn risk indicators, and engagement scoring across all touchpoints.

Growth

Sales Performance

Sales team analytics — deal velocity, win rates, pipeline coverage, rep performance, and territory analysis. Connected to your CRM data.

Growth

Forecasting

Revenue, expense, and cash flow forecasting using historical patterns and trend analysis. 90-day forward projections with scenario modelling.

Replaces $50/mo forecasting tools

Growth

Predictive Alerts

AI-driven alerts triggered by predicted events — cash flow shortfalls, churn risk, budget overruns, and anomalous patterns detected before they become problems.

Growth

Vendor Analysis

Vendor performance scoring, spend analysis, risk assessment, and contract value tracking. Know which vendors deliver and which cost you.

Starter

Business Valuation

Comprehensive business valuation using revenue multiples, EBITDA, discounted cash flow, and comparable transactions. Track valuation changes over time.

Starter

Analytics

Core analytics dashboard with revenue tracking, expense breakdowns, profitability trends, and key financial metrics — all from your real data.

Starter

Customer Analytics

Customer-level analytics — revenue per customer, purchase frequency, retention rates, and segment performance. Understand who drives your business.

Starter

Data Visualization

Charts, graphs, and visual reports generated from your business data. Export-ready for board packs, investor decks, and stakeholder presentations.

Starter

KPI Templates

Pre-built KPI dashboards for common business metrics — revenue growth, gross margin, customer acquisition cost, churn rate, and more. Customisable per industry.

Starter

Goals

Set, track, and measure business goals with automated progress tracking. Link goals to KPIs for real-time achievement monitoring.

Starter

Financial Overview

High-level financial snapshot — revenue, expenses, profit, cash position, and key ratios. The numbers that matter, updated in real time.

AI agents that run this for you

These agents work 24/7. No prompting. No supervision. Included in your plan.

Growth

Cash Flow Forecast

Analyses historical cash flow patterns and generates 90-day forecasts with scenario modelling. Predicts shortfalls before they happen.

Replaces $50/mo cash flow tool

Starter

Business Health Score

Calculates a composite health score from profitability, liquidity, efficiency, and growth metrics. One number that tells you how your business is really doing.

Replaces $40/mo analytics platform

Growth

Expense Anomaly Detector

Identifies unusual expense patterns — duplicate charges, category spikes, vendor anomalies — and alerts you before they compound.

Replaces $30/mo anomaly detection

Starter

Revenue Trend Analyzer

Analyses revenue trends, growth rates, and seasonal patterns. Shows you where revenue is accelerating, decelerating, or at risk.

Replaces $40/mo revenue analytics

Enterprise

Benchmark Comparator

Compares your performance metrics against industry benchmarks and competitors. Know where you lead and where you lag.

Replaces $80/mo benchmarking tool

Multi-chain automation recipes

Each recipe chains 2–5 agents together in automated workflows. One trigger. Multiple actions. Zero manual steps.

Daily Revenue & Health

Starter

Revenue Trend AnalyzerBusiness Health ScoreNotify

Revenue trends analysed → health score calculated → daily intelligence brief delivered. Your morning starts with answers.

Inventory & Supply Intelligence

Starter

Inventory OptimizationSupplier Risk AnalyzerLow Stock AlertsNotify

Stock levels optimised → supplier risk assessed → low stock flagged → operations team notified.

Financial Ratio Scorecard

Enterprise

Financial Ratio CalculatorBusiness Health ScoreBenchmark ComparatorNotify

Ratios calculated → health scored → benchmarked against industry → scorecard delivered.

Board Pack & Benchmarks

Enterprise

Financial Statement GenerationCash Flow ForecastBenchmark ComparatorNotify

Financials generated → cash flow forecast updated → industry benchmarks compared → board pack assembled.

The apps you're paying for separately

Add them up. Then look at what you'd pay with XIntelliSync.

Power BI Pro

Data visualisation + dashboards · Per-user — team of 5 = $70/mo. No built-in business data.

$14/user

Tableau

Advanced data visualisation · Per-user — team of 3 = $225/mo. Requires separate data sources.

$75/user

Fathom

Financial reporting + KPIs · Connects to Xero/MYOB — limited to accounting data only

$59

Spotlight Reporting

Financial dashboards + forecasting · AU-focused but requires Xero/MYOB base subscription

$99

LivePlan

Business planning + forecasting · US-focused. No Australian compliance or industry benchmarks.

$20

Your current stack$267/mo

XIntelliSync (all included)

$97/mo

Save $170/mo · $2040/year

What you get from $97/month

16 analytics features — from core dashboards to business valuation, forecasting, predictive alerts, and M&A intelligence

18+ AI analytics agents across finance, operations, CRM, and executive categories — watching your numbers 24/7

Cash Flow Forecast agent generates 90-day projections with scenario modelling — predicts shortfalls before they happen

Business Health Score calculates one composite number from profitability, liquidity, efficiency, and growth metrics

Expense Anomaly Detector identifies duplicate charges, category spikes, and vendor anomalies automatically

Revenue Trend Analyzer shows where revenue is accelerating, decelerating, or at risk — updated with every transaction

Multi-chain analytics recipes: revenue analysis → health scoring → benchmarking → board pack in one trigger

Connected to your real business data — invoicing, payroll, CRM, inventory. Not a visualisation tool that needs separate data imports.

No per-user pricing. Your entire team accesses analytics on one flat monthly subscription.

Enterprise features include business valuation, exit readiness assessment, and acquisition pipeline tracking.

Connected across your entire business

This isn't a standalone module. It's connected to every other part of the OS.

When an invoice is paid, revenue analytics update, cash flow forecasts adjust, business health score recalculates, and KPI dashboards refresh — in one transaction.

Payroll runs feed into burn rate analysis, P&L impact projections, and cash flow forecasts. One event, three analytics layers updated.

CRM deal closures trigger revenue trend updates, customer lifetime value recalculations, and sales performance analytics simultaneously.

Inventory movements update supply chain intelligence, procurement spend analysis, and margin calculations — connected across operations and finance.

Two versions of your business. Choose one.

Before XIntelliSync

Power BI for dashboards. Fathom for financial reports. A spreadsheet for forecasting. None of them share data natively.

Cash flow forecasting is a monthly spreadsheet exercise. By the time you see the shortfall, it has already happened.

Business health is assessed by gut feel. No composite score. No early warning system.

Anomalous expenses are discovered during reconciliation — weeks after the charge. Duplicate payments go unnoticed.

Revenue trends are reviewed quarterly in a board meeting. The trend changed two months ago.

KPIs live in a separate dashboard that nobody updates. Goals are tracked in a spreadsheet that drifts from reality.

After XIntelliSync

Analytics connected to your real business data — invoicing, payroll, CRM, inventory. One OS. No data imports.

Cash Flow Forecast agent generates 90-day projections automatically. Shortfalls flagged before they happen.

Business Health Score agent calculates one number from real metrics. Green, amber, or red — you know instantly.

Expense Anomaly Detector flags duplicate charges and category spikes the moment they appear — not weeks later.

Revenue Trend Analyzer updates with every transaction. You see acceleration and deceleration in real time.

KPI Templates connected to live data. Goals tracked automatically. Progress updated without manual entry.

The reasons operators switch

Per-user BI pricing punishes data access.

Power BI at $14/user. Tableau at $75/user. Team of 10 wanting dashboards = $140-$750/mo. XIntelliSync: $97/mo flat — unlimited users, analytics included with every other business function.

Dashboards without data are decoration.

Power BI and Tableau visualise data you import. XIntelliSync analyses data it already has — your invoices, payroll, CRM, inventory. The intelligence is built into the OS, not bolted onto a data pipe.

18+ analytics agents. Not "AI-powered dashboards." Agents.

Fathom added "AI insights." Spotlight added "smart recommendations." XIntelliSync has 18+ agents that forecast cash flow, detect anomalies, score business health, analyse revenue trends, and benchmark against industry — automatically.

Your analytics should know about your operations.

When analytics and operations live in different apps, a revenue dip does not trigger a cash flow reforecast. A payroll increase does not update your burn rate. In XIntelliSync, every data point feeds every analysis — because it is one OS.

Simple pricing. No hidden costs.

First month 50% off. No setup fees. Cancel anytime.

Starter

$97/mo

First month $48.50

50 AI agents

Common questions

How many analytics agents are included?+

18+ agents across Finance Analytics (7), Operations Analytics (3), CRM Analytics (1), and Executive Analytics (4+). These cover cash flow forecasting, anomaly detection, health scoring, revenue trends, benchmarking, and more.

Does XIntelliSync replace Power BI?+

For most business analytics needs, yes. XIntelliSync includes dashboards, KPIs, data visualisation, forecasting, and predictive alerts — all connected to your real business data. Power BI requires separate data imports and per-user licensing.

How does cash flow forecasting work?+

The Cash Flow Forecast agent analyses your historical cash flow patterns — invoice payments, expenses, payroll, recurring charges — and generates 90-day forward projections with scenario modelling. Growth tier.

What is the Business Health Score?+

A composite score calculated from profitability, liquidity, efficiency, and growth metrics. One number that tells you how your business is performing. Calculated from your actual data, updated continuously.

Is there per-user pricing for analytics?+

No. Flat monthly pricing: $97 Starter, $297 Growth, $497 Enterprise. Your entire team accesses analytics. No per-seat charges.

What analytics are available on Starter?+

Starter ($97/mo) includes core analytics, customer analytics, data visualisation, KPI templates, goals, financial overview, and 50 AI agents (including Business Health Score, Revenue Trend Analyzer, and Profit Margin Analyzer).

What does Predictive Alerts do?+

AI-driven alerts triggered by predicted events — cash flow shortfalls, churn risk, budget overruns, and anomalous patterns. The system detects problems before they become visible in your reports. Growth tier.

Does analytics connect to real business data?+

Yes. Analytics are built on your actual business data — invoices, expenses, payroll, CRM, inventory. No data imports, no CSV uploads, no connectors. Your data is already in the OS.

What Enterprise analytics features are available?+

Enterprise ($497/mo) adds business valuation (revenue multiples, EBITDA, DCF), exit readiness assessment, acquisition pipeline tracking, and executive analytics agents including Benchmark Comparator and Market Intelligence Analyzer.

Can I create custom KPI dashboards?+

Yes. KPI Templates provide pre-built dashboards for common metrics. Customise per industry or create your own. Link KPIs to Goals for automated progress tracking. Starter tier.

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No setup fee. First month 50% off. 18+ analytics agents watching your numbers. Intelligence built into the OS.

No setup fee · First month 50% off · Cancel anytime